Q3 2026 Quarterly Market Insights[1] - Flipbook - Page 11
Diodes Inc.
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Diodes agreed to acquire ElevATE Semiconductor for $250 million to strengthen its analog and mixedsignal portfolio.
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The acquisition expands its presence in automated test equipment applications.
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New low-jitter clock buffers were introduced for high-density networking and communications systems.
Infineon
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Infineon completed its €570 million acquisition of ams OSRAM’s non-optical sensor business.
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Q3 sales reached a record level as demand from AI-related applications continued to strengthen.
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Major AI customers are securing multi-year capacity commitments, pointing to continued pressure on
power-semiconductor supply.
Intel
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Intel’s Q2 revenue rose 25% year over year to $16.1 billion on stronger client and data-center demand.
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High-volume production of the 14A process remains targeted for 2028, with risk production expected in
2027.
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A $20 billion share offering will support foundry, advanced packaging and manufacturing investments.
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